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Explore Group Benefits in Digital Insurance
Effectively manage the insurance plans offered to groups, such as employees and their dependents, by using the Group Benefits feature on the Digital Insurance platform. Simplify the Group Benefits workflow through a unified platform for all processes, including census management, quote configuration and pricing, contract creation, and enrollment.
- Group Benefits Entity Relationship Diagram
Entities and relationships involved in group insurance management involving journey from managing census and group class data for the account to configuration of quotes, creation of contracts and issuance of policies for the group members. - Set Up Group Benefits Product Model
Model group insurance products like Medical Platinum with group classes, census members, and coverages in a reusable hierarchy. This flexible structure supports different group benefit plans and keeps quoting, rating, and enrollment consistent. It also helps insurers deliver accurate group quotes and provide members with a smoother plan selection experience. - Group Census Management
A Group Census is a central concept in group insurance. It represents a snapshot of all eligible members of a group (such as employees of an employer) and their dependents. Insurance carriers use census data at every stage of the group benefits lifecycle, including quoting, rating, and enrollment. - Group Quoting
Quickly and efficiently configure, reprice, and view group quotes to help your customers provide their employees with exactly the coverage they need. Group quoting is supported for member-based and summary-based quotes. - Create a Contract from a Quote
After you approve a group quote and the customer agrees to purchase coverage, create a contract from the quote. - Group Benefits Bulk and Individual Enrollment
The Insurance Group Census Lightning web component for the Salesforce data model shows group members, dependents. You can add, update, or delete group census members and dependents using the LWC. For the enrollment census type, you can also view plans information in the grid and configure the same using the Configure Plans modal. With the individual enrollment flow, individual group members can also view eligible plans, optional coverages, premiums, and contributions, and enroll themselves directly using the APIs or invocable actions. - Group Benefits Usage Considerations
Use of Insurance Group Benefits impacts the consumption of credits used for billing in these usage types. - APIs for Insurance Group Benefits Management
Enhance your insurance group benefits management with APIs.
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